| 8/3/2026 | BIP Wealth LLC | 1,717 | $0.32M | 0.0% | N/A | 0.000% |  |
| 8/3/2026 | Next Capital Management LLC | 3,216 | $0.59M | 0.2% | N/A | 0.000% |  |
| 8/3/2026 | Everett Harris & Co. CA | 26,249 | $4.85M | 0.1% | N/A | 0.002% |  |
| 8/3/2026 | Summit Global Investments | 9,690 | $1.79M | 0.1% | N/A | 0.001% |  |
| 8/3/2026 | Oppenheimer Asset Management Inc. | 88,462 | $16.35M | 0.2% | N/A | 0.008% |  |
| 8/3/2026 | Bryn Mawr Trust Advisors LLC | 5,584 | $1.03M | 0.0% | N/A | 0.001% |  |
| 8/3/2026 | Plan Group Financial LLC | 1,448 | $0.27M | 0.1% | N/A | 0.000% |  |
| 8/3/2026 | Hardy Reed LLC | 2,659 | $0.49M | 0.0% | N/A | 0.000% |  |
| 8/3/2026 | Northstar Group Inc. | 1,678 | $0.31M | 0.0% | N/A | 0.000% |  |
| 7/21/2026 | Merit Financial Group LLC | 43,638 | $8.06M | 0.0% | -58.8% | 0.004% |  |
| 7/18/2026 | Diversified Trust Co. | 37,022 | $6.84M | 0.1% | -37.6% | 0.004% |  |
| 7/18/2026 | Cary Street Partners Financial LLC | 73,271 | $13.54M | 0.3% | -27.6% | 0.007% |  |
| 7/18/2026 | 4WEALTH Advisors Inc. | 4,231 | $0.80M | 0.6% | -21.1% | 0.000% |  |
| 7/18/2026 | Rosenberg Matthew Hamilton | 1,899 | $0.35M | 0.1% | +5.8% | 0.000% |  |
| 7/18/2026 | Central Bank & Trust Co. | 27,837 | $5.14M | 0.7% | -2.6% | 0.003% |  |
| 7/18/2026 | Hickory Point Bank & Trust | 325 | $60K | 0.0% | -43.5% | 0.000% |  |
| 7/18/2026 | GRIMES & Co WEALTH MANAGEMENT LLC | 157,757 | $29.15M | 0.6% | -0.6% | 0.015% |  |
| 7/18/2026 | Fort Washington Investment Advisors Inc. OH | 486,440 | $89.89M | 0.5% | -2.6% | 0.046% |  |
| 7/18/2026 | Pachira Investments Inc. | 1,088 | $0.20M | 0.1% | N/A | 0.000% |  |
| 7/18/2026 | Merit Financial Group LLC | 43,638 | $8.06M | 0.0% | -58.8% | 0.004% |  |
| 7/18/2026 | Formidable Asset Management LLC | 11,114 | $2.05M | 0.3% | -10.3% | 0.001% |  |
| 7/18/2026 | Good Harbor Advisors Inc. | 2,527 | $0.47M | 0.5% | -10.6% | 0.000% |  |
| 7/18/2026 | Cypress Point Wealth Management LLC | 1,699 | $0.31M | 0.1% | N/A | 0.000% |  |
| 7/17/2026 | Farther Finance Advisors LLC | 84,539 | $15.63M | 0.1% | +4.2% | 0.008% |  |
| 7/17/2026 | Ballentine Partners LLC | 30,077 | $5.56M | 0.1% | +3.8% | 0.003% |  |
| 7/17/2026 | Financial Synergies Wealth Advisors Inc. | 7,050 | $1.30M | 0.1% | +10.6% | 0.001% |  |
| 7/17/2026 | Fifth Third Wealth Advisors LLC | 36,086 | $6.67M | 0.2% | -3.0% | 0.003% |  |
| 7/17/2026 | Altus Wealth Group LLC | 1,371 | $0.25M | 0.1% | N/A | 0.000% |  |
| 7/17/2026 | Winthrop Advisory Group LLC | 1,149 | $0.21M | 0.0% | N/A | 0.000% |  |
| 7/17/2026 | HM Payson & Co. | 6,209 | $1.15M | 0.0% | -2.5% | 0.001% |  |
| 7/17/2026 | Cary Street Partners Investment Advisory LLC | 5,067 | $0.94M | 0.2% | -1.2% | 0.000% |  |
| 7/17/2026 | Great Diamond Partners LLC | 4,022 | $0.74M | 0.1% | -19.4% | 0.000% |  |
| 7/17/2026 | Archford Capital Strategies LLC | 11,107 | $2.05M | 0.2% | +30.0% | 0.001% |  |
| 7/17/2026 | Cypress Capital LLC | 9,811 | $1.81M | 0.5% | -33.3% | 0.001% |  |
| 7/17/2026 | OFI Invest Asset Management | 358,300 | $66.21M | 0.6% | -32.0% | 0.034% |  |
| 7/17/2026 | Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 232,800 | $43.02M | 0.2% | -6.3% | 0.022% |  |
| 7/17/2026 | River Road Asset Management LLC | 36,450 | $6.74M | 0.1% | +76.1% | 0.003% |  |
| 7/17/2026 | Grey Fox Wealth Advisors LLC | 1,144 | $0.21M | 0.0% | N/A | 0.000% |  |
| 7/17/2026 | Cidel Asset Management Inc. | 8,878 | $1.64M | 0.1% | +19.6% | 0.001% |  |
| 7/17/2026 | Sequoia Financial Advisors LLC | 153,479 | $28.36M | 0.1% | +9.6% | 0.015% |  |
| 7/17/2026 | Alhambra Investment Management LLC | 9,873 | $1.82M | 0.8% | -3.0% | 0.001% |  |
| 7/17/2026 | Marion Wealth Management | 1,500 | $0.28M | 0.1% | N/A | 0.000% |  |
| 7/17/2026 | Bluedoor Private Wealth LLC | 1,323 | $0.24M | 0.1% | N/A | 0.000% |  |
| 7/17/2026 | Wolff Financial Management LLC | 7,811 | $1.44M | 0.3% | -15.2% | 0.001% |  |
| 7/17/2026 | San Luis Wealth Advisors LLC | 2,678 | $0.50M | 0.1% | -8.1% | 0.000% |  |
| 7/17/2026 | Radnor Capital Management LLC | 19,602 | $3.62M | 0.5% | +5.0% | 0.002% |  |
| 7/17/2026 | Hennessy Advisors Inc. | 37,800 | $6.99M | 0.2% | -1.8% | 0.004% |  |
| 7/17/2026 | Berman McAleer LLC | 1,106 | $0.20M | 0.0% | N/A | 0.000% |  |
| 7/17/2026 | Activest Wealth Management | 386 | $71K | 0.0% | -63.9% | 0.000% |  |
| 7/17/2026 | Segment Wealth Management LLC | 1,695 | $0.31M | 0.0% | -3.6% | 0.000% |  |
| 7/17/2026 | Gallacher Capital Management LLC | 4,481 | $0.83M | 0.5% | -1.7% | 0.000% |  |
| 7/17/2026 | Reyes Financial Architecture Inc. | 1,718 | $0.32M | 0.2% | -16.2% | 0.000% |  |
| 7/17/2026 | Brown Miller Wealth Management LLC | 8,298 | $1.53M | 0.4% | -6.9% | 0.001% |  |
| 7/17/2026 | Simplify Asset Management Inc. | 5,471 | $1.01M | 0.0% | -1.8% | 0.001% |  |
| 7/17/2026 | Capital Advisors Ltd. LLC | 2,388 | $0.44M | 0.0% | -27.8% | 0.000% |  |
| 7/17/2026 | Richards Merrill & Peterson Inc. | 3,832 | $0.71M | 0.2% | +2.1% | 0.000% |  |
| 7/17/2026 | Crossmark Global Holdings Inc. | 375,705 | $69.43M | 0.9% | -17.8% | 0.036% |  |
| 7/17/2026 | Coastwise Capital Group LLC | 9,648 | $1.78M | 1.0% | -6.0% | 0.001% |  |
| 7/17/2026 | Apeiron RIA LLC | 1,231 | $0.23M | 0.1% | -66.8% | 0.000% |  |
| 7/16/2026 | Targeted Financial Services LLC | 1,225 | $0.23M | 0.2% | N/A | 0.000% |  |
| 7/16/2026 | Acropolis Investment Management LLC | 5,929 | $1.10M | 0.0% | -9.2% | 0.001% |  |
| 7/16/2026 | Patriot Financial Group Insurance Agency LLC | 6,816 | $1.26M | 0.1% | -50.4% | 0.001% |  |
| 7/16/2026 | Riversedge Advisors LLC | 1,524 | $0.28M | 0.0% | N/A | 0.000% |  |
| 7/16/2026 | Beacon Financial Group | 22,623 | $4.18M | 0.4% | -7.4% | 0.002% |  |
| 7/16/2026 | CHICAGO TRUST Co NA | 4,584 | $0.85M | 0.1% | -44.3% | 0.000% |  |
| 7/16/2026 | PFG Advisors | 3,994 | $0.74M | 0.0% | -3.3% | 0.000% |  |
| 7/16/2026 | Hengehold Capital Management LLC | 4,952 | $0.92M | 0.1% | +10.1% | 0.000% |  |
| 7/16/2026 | CogentBlue Wealth Advisors LLC | 1,239 | $0.23M | 0.1% | N/A | 0.000% |  |
| 7/16/2026 | Certified Advisory Corp | 8,422 | $1.56M | 0.1% | -15.7% | 0.001% |  |
| 7/16/2026 | Hoxton Planning & Management LLC | 3,670 | $0.68M | 0.2% | +6.4% | 0.000% |  |
| 7/16/2026 | Linden Thomas Advisory Services LLC | 17,411 | $3.22M | 0.3% | +5.7% | 0.002% |  |
| 7/16/2026 | HBW Advisory Services LLC | 2,281 | $0.42M | 0.0% | -5.3% | 0.000% |  |
| 7/16/2026 | Union Bancaire Privee UBP SA | 28,261 | $5.22M | 0.1% | -29.0% | 0.003% |  |
| 7/16/2026 | Davis Capital Management | 7,483 | $1.38M | 0.8% | -6.4% | 0.001% |  |
| 7/16/2026 | Jamison Private Wealth Management Inc. | 62,526 | $11.55M | 1.2% | +1.6% | 0.006% |  |
| 7/16/2026 | Courier Capital LLC | 3,500 | $0.65M | 0.0% | +3.0% | 0.000% |  |
| 7/16/2026 | Relyea Zuckerberg Hanson LLC | 2,762 | $0.51M | 0.0% | -11.9% | 0.000% |  |
| 7/16/2026 | Aaron Wealth Advisors LLC | 13,332 | $2.46M | 0.1% | +20.6% | 0.001% |  |
| 7/16/2026 | Quattro Financial Advisors LLC | 4,360 | $0.81M | 0.2% | N/A | 0.000% |  |
| 7/16/2026 | MBL Wealth LLC | 1,594 | $0.30M | 0.0% | N/A | 0.000% |  |
| 7/16/2026 | Highline Wealth Partners LLC | 4,252 | $0.79M | 0.2% | +228.1% | 0.000% |  |
| 7/16/2026 | City National Bank of Florida MSD | 3,793 | $0.70M | 0.3% | +41.2% | 0.000% |  |
| 7/16/2026 | Five Oceans Advisors | 1,827 | $0.34M | 0.1% | +3.3% | 0.000% |  |
| 7/16/2026 | Zevenbergen Capital Investments LLC | 115,977 | $21.43M | 0.5% | -7.6% | 0.011% |  |
| 7/16/2026 | Lighthouse Financial Services Inc. ADV | 3,475 | $0.63M | 0.1% | -82.8% | 0.000% |  |
| 7/16/2026 | Capital Investment Management Inc. | 1,489 | $0.28M | 0.1% | N/A | 0.000% |  |
| 7/16/2026 | Vermillion Wealth Management Inc. | 328 | $61K | 0.0% | -65.5% | 0.000% |  |
| 7/16/2026 | Prospera Financial Services Inc | 47,368 | $8.76M | 0.1% | +31.4% | 0.004% |  |
| 7/16/2026 | Amarillo National Bank | 1,099 | $0.20M | 0.0% | N/A | 0.000% |  |
| 7/16/2026 | First PREMIER Bank | 4,661 | $0.86M | 0.1% | -25.4% | 0.000% |  |
| 7/16/2026 | Cannon Advisors Inc. | 2,068 | $0.37M | 0.2% | -67.6% | 0.000% |  |
| 7/16/2026 | Syntegra Private Wealth Group LLC | 2,347 | $0.43M | 0.0% | +4.0% | 0.000% |  |
| 7/16/2026 | Waddell & Associates LLC | 2,417 | $0.45M | 0.0% | +20.7% | 0.000% |  |
| 7/16/2026 | Canada Post Corp Registered Pension Plan | 36,309 | $6.71M | 0.2% | -11.9% | 0.003% |  |
| 7/16/2026 | Dakota Community Bank & Trust NA | 1,772 | $0.33M | 1.0% | -3.6% | 0.000% |  |
| 7/16/2026 | Independent Financial Group LLC | 37,040 | $6.85M | 0.1% | +15.0% | 0.004% |  |
| 7/16/2026 | Security National Bank | 1,838 | $0.34M | 0.0% | +121.7% | 0.000% |  |
| 7/16/2026 | Hartford Investment Management Co. | 58,281 | $10.77M | 0.3% | -4.1% | 0.006% |  |
| 7/15/2026 | Matrix Asset Advisors Inc. NY | 243,892 | $45.07M | 3.7% | -15.1% | 0.023% |  |
| 7/15/2026 | Tompkins Financial Corp | 2,372 | $0.44M | 0.0% | -10.5% | 0.000% |  |